|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.9M
|
-$121K
|
-1,657
|
-3%
|
|
|
27
|
Parkside Advisors
Berkeley,
California
|
$3.61M
|
+$216K
|
+2,954
|
+7%
|
|
|
28
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.57M
|
-$338K
|
-4,614
|
-9%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$3.55M
|
-$3.43M
|
-46,875
|
-50%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
+$596K
|
+8,136
|
+21%
|
|
|
31
|
Timber Hill
Greenwich,
Connecticut
|
$3.44M
|
+$3.31M
|
+45,129
|
New
|
|
|
32
|
Charles Schwab
San Francisco,
California
|
$3.42M
|
+$493K
|
+6,732
|
+18%
|
|
|
33
|
First Allied Asset Management
San Diego,
California
|
$3.36M
|
+$3.24M
|
+44,216
|
New
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$3.23M
|
+$34.5K
|
+471
|
+1%
|
|
|
35
|
Mutual of America Capital Management
New York
|
$2.82M
|
-$672K
|
-9,179
|
-20%
|
|
|
36
|
Brouwer & Janachowski
Mill Valley,
California
|
$2.78M
|
-$61.6K
|
-841
|
-2%
|
|
|
37
|
BB&T Securities
Richmond,
Virginia
|
$2.76M
|
+$418K
|
+5,701
|
+19%
|
|
|
38
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.7M
|
+$28.5K
|
+389
|
+1%
|
|
|
39
|
Connective Capital Management
Palo Alto,
California
|
$2.35M
|
–
|
–
|
–
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$2.26M
|
-$470K
|
-6,415
|
-18%
|
|
|
41
|
Boston Family Office
Boston,
Massachusetts
|
$2.24M
|
+$462K
|
+6,305
|
+27%
|
|
|
42
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.22M
|
+$7.33K
|
+100
|
+0.3%
|
|
|
43
|
Fiduciary Management Associates
Chicago,
Illinois
|
$2.1M
|
–
|
–
|
–
|
|
|
44
|
Teachers Advisors
New York
|
$1.9M
|
-$22K
|
-300
|
-1%
|
|
|
45
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.54M
|
+$94.6K
|
+1,291
|
+7%
|
|
|
46
|
Aspiriant LLC
Los Angeles,
California
|
$1.52M
|
-$97.4K
|
-1,330
|
-6%
|
|
|
47
|
Kanaly Trust
Houston,
Texas
|
$1.49M
|
–
|
–
|
–
|
|
|
48
|
CPWM LLC
Seattle,
Washington
|
$1.45M
|
+$1.54K
|
+21
|
+0.1%
|
|
|
49
|
Placemark Investments
Chicago,
Illinois
|
$1.43M
|
+$118K
|
+1,613
|
+9%
|
|
|
50
|
Baird
Milwaukee,
Wisconsin
|
$1.36M
|
+$1.08M
|
+14,790
|
+480%
|
|
